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Nvest Wealth Strategies’s Rio Tinto RIO Stock Holding History

Nvest Wealth Strategies’s Portfolio RIO Stock Details RIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.33K Hold
14
– – ﹤0.01% 202
2026
Q1 		$1.31K Sell
14
-333
-96% -$30.4K ﹤0.01% 203
2025
Q4 		$27.8K Buy
+347
New +$25K 0.02% 69

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Nvest Wealth Strategies's RIO Position: Q2 2026 in Review

Nvest Wealth Strategies held its Rio Tinto (RIO) position steady in Q2 2026 at 14 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Nvest Wealth Strategies first reported a position in RIO in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.8K in Q4 2025. 572 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Nvest Wealth Strategies held 14 shares of Rio Tinto worth $1.33K as of Q2 2026.
  • Nvest Wealth Strategies left its Rio Tinto share count unchanged in Q2 2026.
  • Rio Tinto made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #202 holding.
  • Nvest Wealth Strategies first reported a position in Rio Tinto in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Rio Tinto position peaked at $27.8K in Q4 2025.
  • 572 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.